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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Thursday, April 22, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Baby Boomers and their families account for the lion’s share of business ownership and wealth in the United States. As Baby Boomers age, we will witness the largest transition of wealth in history. Businesses that attribute their growth to nimble moves and deft decision making will find that the “ready, fire, aim” approach to planning will not result in the desired outcomes of their Golden Years, and have consequences far beyond the walls of their business and potentially break the very fabric of their families.

    What does successful Transition Readiness look like? How should families view the process of transitioning?

    There are many moving pieces from all areas of the business, which must be understood, appreciated and aligned to prep for a successful transition. We’ll provide the playbook and share insight and real-world examples about what it means for the family and the business to be Transition-Ready. We will discuss activities that accelerate business value, and those that decrease value in the context of producing Predictable Profit, Cash Flow, Growth and Equity Value. Then we will take you through a real-life case study from the initial contact by the family through with the process and many complexities discovered along the path to transition readiness.

    “Someone's sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett

    Speaker:

    H. Barry Goodman CPA CEPA CMAA
    Managing Director, Birkdale Transition Partners LLC

    I grew up in a business owning family. My father was a distributor of electrical supplies and lighting fixtures in the northwest suburbs of Chicago. Through the experience of working in my father’s business, at a very young age, the challenges of being a family in business are engrained in my soul.

    Having chosen not to go into my family’s business, I became a Certified Public Accountant and owned my own CPA firm for over 20 years and then did my own transition to be a founding partner in a firm that grew to become one of the most successful middle-market firms in Chicago. For more than a decade after the merger, I continued to work with privately held companies in many industries. The lessons I learned from the business owning families I served enabled me to gain a reputation for recognizing a business’ strengths and challenges and identifying what could hold it back or push it to the next level. Seeing business owners make good and poor business and transition choices made me realize I had a passion for families-in-business, and I decided to focus my expertise and hands-on expertise experienced on a disciplined approach and process tailored to families and non-family stakeholders.

    To better service my clients, I have invested heavily in education. In addition to my degree from Northern Illinois University and being a Certified Public Accountant in Illinois. I became a Certified Exit Planning Advisor, a Certified Merger Acquisition Advisor, and a Certified Value Growth Advisor. I also hold an Advanced Certificate in Family Business Advising bestowed from the Family Firm Institute. I speak regularly to several organizations and business groups on the Challenges and Perils of Family Business, Value Acceleration and Transition-Readiness. I have written an eBook, several articles and published in Family Firm Institute Publication the Practitioner. I also appear monthly to discuss family business on the Morning Blend, televised by TMJ-TV an NBC affiliate in Milwaukee, Wisconsin.


    REGISTRATION FEES:

    AFHE Members:  No Charge

    Non-Members:  $60 per person


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, April 29, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Legal and Financial Advisors to FHE’s are well-aware of the complex emotional dynamics that abound in family-held enterprises. You become a better advisor by learning how to:

    • Accurately sense, assess, and manage emotions in others. These are essential skills that may be more important than technical skills in many situations.
    • Advance important decisions, close transactions, and gain buy-in to your expert advice more quickly, with higher probabilities of success, because underlying emotional dynamics are being addressed during the process.
    • Increase your emotional intelligence by focusing on yourself first, starting with self-awareness through exploration and reflection on your life story.
    • Share your story with others as you practice trust, honesty and appropriate vulnerability. When these are applied, the conditions for mutual caring at the heart are established, leading to highly productive client/advisor relationships.

    Speaker:

    J. Kevin McHugh
    President, JKM Management Development

    I became a CEO at the age of 33 because I got results. Early mentors helped me smooth out my rough edges by encouraging me to join YPO (the Young Presidents Organization). My drive to increase the top and bottom lines also drove me to understand how to lead, engage, and motivate people. I became a leadership junkie and remain one today. Like the leaders I coach, being in control of my destiny was essential. Without the capital to own controlling interest in a startup or existing business, I turned to consulting and coaching.

    In 1990 I started JKM Management Development, a CEO/Executive Coaching and Team Building firm, to increase organizational performance through coaching, training and support. I honed my leadership and facilitation skills as a YPO Forum Moderator and turned those to use for YPO globally as a Certified Forum Facilitator. For more than 30 years, I’ve assisted more than 3,000 CEO’s and hundreds of other senior executives build extreme self-awareness, develop their leadership styles, hone their relationship skills and learn to expand it to teams throughout their organizations.

    I am trained in board governance by the National Association of Corporate Directors. I served on the board of directors for Jack Cooper Transport where I chaired the Comp Committee and served on the Audit Committee. I have been a guest lecturer at Case Western Reserve University’s Weatherhead School of Management. I have extensive training and experience in behavioral assessment and several psychotherapy models.

    As a volunteer, I serve as Chair of Trustees for True Freedom Enterprises. Our mission is to revolutionize prisoner reentry to society to reduce recidivism. TFE provides job skills training and placement to prisoners during their final year of incarceration. We integrate them with employers before their release date and have a job waiting for them. Our vision includes creation of transitional housing with an emphasis on dignity and character development programs.

    When I’m not helping business leaders in the C-suite, I’m riding my Harley-Davidson motorcycle, traveling with my wife, Mary, and spending time with our six kids and 13 grandchildren.


    REGISTRATION FEES:

    AFHE Members:  No Charge

    Non-Members:  $60 per person


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, May 06, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Bree Pattillo, the fourth generation owner of Pattillo Construction Corp., has successfully transitioned to ownership of the family business in a time of great change. Bree will share the lessons she has learned and the importance of adaptability.   

    Speaker:

    Bree M. Pattillo, LEED AP
    Owner/CEO - Pattillo Construction Corp.

    A certified USGBC LEED AP professional and holding over 20 years of construction experience with an MBA from Citadel, Bree has developed the expertise and knowledge to successfully lead and support a fully engaged staff delivering quality and value on each project initiative. As fourth generation owner of Pattillo Construction, Bree Pattillo possesses all of the core values of the family leadership that came before her and has an innate passion for the construction industry.

    Under her guidance, the company has recently received diversity designation as a certified Women-Owned Business Enterprise and continues to grow the Pattillo tradition for many years to come by employing construction professionals of the highest integrity and character within the industry.


    REGISTRATION FEES:

    AFHE Members:  No Charge

    Non-Members:  $60 per person


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, May 13, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    Professional advisors often encounter behavioral issues that represent an obstacle to achieving the goals of an engagement, particularly because the professional typically has no training to address them. These issues thus often represent “blind spots” in the engagement. A failure to understand those issues and respond to them may in fact may achievement of those goals impossible. This presentation will identify some of the more common blind spots and suggest approaches to counteract their impact on a professional’s work for a family enterprise.

    Speakers:

    Peter M. Bloom, Esq.
    The Bloom Group, LLC

    Peter Bloom, a lawyer with over two decades of experience in private practice, has particular expertise in working with family businesses and the unique problems they face.

    Peter’s professional career began in his family’s restaurant and bar supply company, where dealing with the dynamics of family businesses became second nature. Peter is often asked to assist family businesses address issues such as compensation of participating and non-participating family members; the relationships between non-family members and the family business; governance, and succession in multi-generational family businesses.

    Subsequent to working in his family business but prior to starting the practice of law, Peter worked as a clerk in the law firm of Hogan & Hartson, including serving as a clerk for Chief Justice John Roberts when the Chief Justice was a partner in that firm. After finishing law school, he spent several years practicing at Tucker, Flyer & Lewis, a respected Washington corporate law boutique, and also practiced for several years at the international law firm Mintz Levin working on complex business transactions before he formed The Bloom Group in 2002.

    Peter’s practice also encompasses estate planning, and general business law.

    Peter graduated magna cum laude graduate from Duke University, has a J.D. from the University of Connecticut, and also has an LL.M in taxation from Georgetown University.

    Mariana Martinez
    California School of Professional Psychology

    Mariana Martinez is a Clinical Psychologist from the California School of Professional Psychology in San Diego, CA and specialized in Family Systems at The Bowen Center for the Study of the Family in Washington DC, where she is currently faculty member. She holds an Advanced Family Wealth Advisor certificate from the Family Firm Institute. Dr. Martinez currently serves as a Family Dynamics Consultant in West Fargo Private Bank where she helps high net worth client successfully address their concerns at the intersection of the financial and non-financial is-sues families of wealth face.

    Dr. Martinez has published in Family Business Magazine, Family Systems Journal, and FFI’s Practitioner. She has been featured in publications such as The New York Times, Market Watch and CNBC.

    Dr. Martinez, along with Peter Bloom, recently published The Blind Spot, A Guide for Advisors Working with the Family Enterprise. In this publication they present 4 cases of families dealing with multigenerational wealth transfer and business succession, and they provide an analysis of the process based on Bowen Theory. They provide concrete action items that professionals can incorporate in their practice to avoid blind spots.


    REGISTRATION FEES:

    AFHE Members:  No Charge

    Non-Members:  $60 per person


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



    • Thursday, May 20, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    The entrepreneurial journey of a successful family owned business can be told from many perspectives. The varied views offer a glimpse into the nuanced and complex world of family business. Clearly, family involvement in business makes business decisions more difficult and the consequences more intense.

    The session will share the perspective of a third generation family member actively participating in the business during challenging times. The unwinding of a 60+ year business and the legacies of the family entrepreneurs. The speaker’s subsequent journey to guide family businesses through complex family business transitions and sale processes as a founder of a successful investment bank, EdgePoint Capital. After 25+ years and 275 successful sale events, the speaker will share his perspectives on lessons learned from guiding similar family businesses through the change and transition.

    Speaker:

    Tom Zucker
    President, Edge Point

    Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.

    Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He was recently honored nationally by M&A Atlas awards as the 2018 Boutique Investment Banker of the Year, by Smart Business publications as a Smart 50 leadership award winner and was named as one of Cleveland Magazine’s 500 Most Influential Leaders for 2021.

    Tom is also an active civic leader and participates on several for profit and not-for-profit boards. Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.


    REGISTRATION FEES:

    AFHE Members:  No Charge

    Non-Members:  $60 per person


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



Past events

Tuesday, March 02, 2021 VIRTUAL ROUNDTABLE: Potential Biden Tax Changes and the 2021/2022 Landscape
Thursday, November 12, 2020 Virtual Happy Hour: Willamette Valley (OR) vs Russian River Valley (CA) Comparative Tasting
Thursday, November 12, 2020 FALL CONFERENCE SESSION 6: Practical Examination of Recapitalizations as Underloved and Underappreciated Consideration in Family Enterprise Planning
Thursday, November 05, 2020 FALL CONFERENCE SESSION 5: Family Governance and Decision-Making through Five Generations and 135 Years
Thursday, October 22, 2020 FALL CONFERENCE SESSION 4: Innovating the Family Enterprise with a Private Family Trust Company in Today’s Tax Environment
Thursday, October 15, 2020 FALL CONFERENCE SESSION 3: From Immigrants to NYSE Listing as a Publicly Traded Thrift - It's a Wonderful Life!
Thursday, October 08, 2020 FALL CONFERENCE SESSION 2: Quantum Performance Training
Thursday, October 01, 2020 Virtual Happy Hour: Italy vs Burgundy Comparative Tasting
Thursday, October 01, 2020 FALL CONFERENCE SESSION 1: Facilitator's Guide to Conducting Effective Family Meetings
Thursday, September 24, 2020 WEBINAR: Thinking Clearly in a Crisis - A discussion on making good family business decisions in a stressful environment
Wednesday, August 19, 2020 WEBINAR: Estate Plans and Family Governance: A Different Approach
Thursday, July 23, 2020 Virtual Happy Hour: Washington vs. California Comparative Tasting
Tuesday, July 14, 2020 WEBINAR: The Story of You: Serving in Challenging Times
Thursday, June 18, 2020 WEBINAR: The Power Pivot
Wednesday, May 06, 2020 2020 Annual Conference and Membership Meeting
Thursday, November 07, 2019 2019 Mid-Year Conference
Thursday, June 13, 2019 Family Firm Institute Informational Webinar for AFHE
Wednesday, May 01, 2019 2019 Annual Conference and Membership Meeting
Thursday, November 08, 2018 2018 Mid-Year Conference
Wednesday, April 18, 2018 2018 Annual Conference and Membership Meeting
Monday, January 01, 2018 2018 Annual Sponsorships

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Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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